Entruity Wealth, LLC
All 13F Filings
- Location
- Bakersfield, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 154,558
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 54 | 154,558 | 13F-HR | Entruity Wealth, LLC |
| Q1 2026 | 5/8/2026 | 46 | 147,329 | 13F-HR | Entruity Wealth, LLC |
| Q4 2025 | 2/3/2026 | 45 | 140,303 | 13F-HR | Entruity Wealth, LLC |
| Q3 2025 | 11/7/2025 | 42 | 128,829 | 13F-HR | Entruity Wealth, LLC |
| Q2 2025 | 8/12/2025 | 41 | 117,647 | 13F-HR | Entruity Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 71.56 K | 46.3% | 0 | 20.54 K | -20.54 K |
| ETFs | 80.74 K | 52.2% | 25.52 K | 0 | 25.52 K |
| Debt | 2.256 K | 1.5% | 2.256 K | 0 | 2.256 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
154,558
Holdings
54
QoQ value change ($000)
7,229
(4.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.